2 / 5 Stars
1 1 5 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#31 in Short-Term Government
U.S. News evaluated 49 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.51 percent over the past year, 0.44 percent over the past three years, and 0.90 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.0%|
|3 Years (Annualized)||0.4%|
|5 Years (Annualized)||0.9%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of current income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its assets in bonds or other debt obligations issued by, or whose principal and interest payments are guaranteed by, the U.S. government or one of its agencies or instrumentalities, including various U.S. government sponsored enterprises (collectively, "U.S. government securities") and repurchase agreements collateralized by such securities. It seeks to maintain a portfolio with a target average weighted duration between 1 and 3 years.
Fees are Low compared to funds in the same category.
USFS Funds Limited Duration Government Fund has an expense ratio of 0.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.